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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,447 | $77,816+102.3% | $123,552+27.4% | $64,173+145.3% |
| Participation rate | 53.1% | 74.7%-21.6pp | 82.3%-29.2pp | 69.6%-16.4pp |
| Annual return | -9.55% | 12.49%-22.0pp | 119.20%-128.8pp | 7.63%-17.2pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,093 | $5,240-2.8% | $6,426-20.7% | $3,470+46.8% |
| Admin fee / account holder | $1,956 | $5,519-64.6% | $9,285-78.9% | $4,887-60.0% |